Siebel Consumer Sector Guide > Trade Promotions > End User Procedures >

Adding Attachments to Promotions


Key account managers can view attachments and attach documents, such as proof of performance, to account plan promotions.

To add attachments to a promotion

  1. Navigate to the Promotions screen.
  2. In the Account Promotions list, select a promotion.
  3. Click the Attachments view tab.
  4. In the Attachments list, add a record.
  5. Click the Name select button.
  6. In the Add Attachment dialog box, select an attachment and click Add.
  7. In the Attachments list, the selected attachment appears.


 Siebel Consumer Sector Guide 
 Published: 18 April 2003